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Module 4: Reports and insights · Video 4.2

Reports: build a data table

Build and export your own report tables.

Starter and Pro0:47

What this video covers

  1. Need a report your way? In Reports, switch to the Data tables tab.
  2. Choose what to report on, like candidates, jobs or placements. Then show a list, or a summary with totals.
  3. Tick the columns you want, such as name, status, source, or who it's assigned to.
  4. Add filters, then click Run. Save the report with a name to use again, or export it as CSV.
  5. The report builder is part of Starter and Pro. Next, measuring your team's performance.

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